EWM

Elevatus Welath Management Portfolio holdings

AUM $346M
1-Year Est. Return 48.27%
This Quarter Est. Return
1 Year Est. Return
+48.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$346M
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1 +$21.2M
2 +$11.2M
3 +$7.04M
4
APP icon
Applovin
APP
+$5M
5
OXY icon
Occidental Petroleum
OXY
+$4.64M

Top Sells

1 +$9.09M
2 +$8.69M
3 +$8.05M
4
NVDA icon
NVIDIA
NVDA
+$6.43M
5
VST icon
Vistra
VST
+$5.46M

Sector Composition

1 Technology 18.24%
2 Communication Services 9.12%
3 Financials 6.8%
4 Industrials 3.65%
5 Consumer Discretionary 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HWM icon
101
Howmet Aerospace
HWM
$80B
$282K 0.08%
+1,436
IUSV icon
102
iShares Core S&P US Value ETF
IUSV
$23.9B
$282K 0.08%
2,817
+189
TXN icon
103
Texas Instruments
TXN
$153B
$280K 0.08%
1,524
+369
ACWI icon
104
iShares MSCI ACWI ETF
ACWI
$24.3B
$277K 0.08%
2,006
FTNT icon
105
Fortinet
FTNT
$60.8B
$268K 0.08%
3,187
-605
VXUS icon
106
Vanguard Total International Stock ETF
VXUS
$111B
$264K 0.08%
+3,590
ADP icon
107
Automatic Data Processing
ADP
$103B
$262K 0.08%
894
GBTC icon
108
Grayscale Bitcoin Trust
GBTC
$34.2B
$260K 0.08%
2,900
LRCX icon
109
Lam Research
LRCX
$194B
$257K 0.07%
+1,917
VYM icon
110
Vanguard High Dividend Yield ETF
VYM
$67.6B
$256K 0.07%
+1,814
AMT icon
111
American Tower
AMT
$82.5B
$255K 0.07%
+1,327
AES icon
112
AES
AES
$9.96B
$250K 0.07%
18,987
+6,523
MCD icon
113
McDonald's
MCD
$216B
$247K 0.07%
812
+3
IWM icon
114
iShares Russell 2000 ETF
IWM
$71.3B
$244K 0.07%
+1,008
HCA icon
115
HCA Healthcare
HCA
$115B
$242K 0.07%
568
+3
HON icon
116
Honeywell
HON
$121B
$242K 0.07%
1,149
+4
BA icon
117
Boeing
BA
$142B
$223K 0.06%
1,032
-34
WM icon
118
Waste Management
WM
$87B
$222K 0.06%
1,006
+32
FBTC icon
119
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.3B
$221K 0.06%
2,217
NSC icon
120
Norfolk Southern
NSC
$65B
$220K 0.06%
+733
COF icon
121
Capital One
COF
$140B
$211K 0.06%
+992
CRS icon
122
Carpenter Technology
CRS
$15.8B
$210K 0.06%
857
+1
XLE icon
123
Energy Select Sector SPDR Fund
XLE
$27.5B
$208K 0.06%
+2,331
YLD icon
124
Principal Active High Yield ETF
YLD
$445M
$206K 0.06%
+10,581
ALAB icon
125
Astera Labs
ALAB
$27.9B
$201K 0.06%
+1,026